Our services

Family Office Services

Beyond investment management — complete wealth stewardship for families.

Our Services - Insignium Group - We provide honest and independent asset management services tailored to the needs of our clients - Insignium Wealth Management AG 4

What we believe in

Managing significant family wealth is one of the most complex challenges a family can face. It involves not just investments, but estate structures, tax obligations across multiple jurisdictions, generational transitions, governance, and the preservation of a family’s legacy over time.

Our Family Office Services are built for families who need more than a portfolio manager. We act as a trusted, central point of coordination for all aspects of your family’s financial life — bringing together your legal advisors, tax specialists, banks, and external experts under a single, organised framework.

Our Multi-Family Office Approach

A coordinated framework for complex family wealth.

We provide the structure and expertise of a family office without the cost and complexity of running one in-house. Our contribution goes well beyond investment management an covers the full spectrum of family wealth. Insignium works in partnership with lawyers and tax advisors. We do not directly provide legal or tax advice; all such services are tacilitated and coordinated through our trusted specialist network.

01 Control & Oversight

Consolidated view of all assets and financial relationships

02 Wealth Consolidation & Reporting

Quarterly, monthly, and annual reporting across all holdings

03 Investment Policy

Customised investment strategy aligned with family goals and values

04 Tax Optimisation

Coordination with your tax advisors across all relevant jurisdictions

05 Legal Structuring

Support in reviewing and implementing wealth structures

06 Geographical Diversification

Asset and risk management across borders

07 Succession Planning

Wealth transfer strategies designed to preserve and protect across generations

Family Office Services - Insignium Group - We provide honest and independent asset management services tailored to the needs of our clients - Insignium Wealth Management AG 2

Investment Strategy & Implementation

Investment oversight across managers and asset classes.

Investment policy development and asset allocation planning

Investment manager selection and oversight

In-house and delegated portfolio management

Oversight of core and alternative asset classes

Allocation and rebalancing management

Information & Reporting

Complete visibility across your wealth.

Annual consolidated net worth statements

Consolidation of all patrimonial information and holding structures

Quarterly and monthly performance reports

Digital access to portfolio information (24-hour update cycle)

Property, company, and investment registries

Information access for lawyers, accountants, and other advisors

Integrated Financial Strategies

Coordinating the experts around your wealth.

Professional services cost analysis and bank fee benchmarking

Bank analysis and custodian negotiation

Coordination of external advisors

Tax and estate planning support

Legal structure review and compliance information

Information access for lawyers, accountants, and other advisors

Our Wealth Consolidation Platform

Complete visibility across your wealth.

We offer clients access to a digital wealth consolidation platform that brings all assets into a single, real-time view — including financial investments, alternative assets, real estate, company stakes, art, and collections. This enables informed, timely decision-making and simplifies reporting for the entire family.

Add any asset class — from fixed income to artwork

Consolidated portfolio analysis updated within 24 hours

Customised reports tailored to each family member’s needs

Supports financial planning, tax planning, and structure visualisation

Independent by choice, Transparent by design.

Why Clients Choose Insignium

Independent Advice. Enduring Relationships.

No proprietary products — no conflicts of interest

Senior relationship managers with institutional backgrounds

Discretionary and advisory mandates available

Full transparency on fees and portfolio construction

Bilingual and multilingual service (EN/DE/ES)

Swiss precision, international reach

Contact us

Speak to our Family Office Services team.
We keep it simple — no forms, no waiting. Reach us directly.

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More services

Choose how closely you want to be involved.

Wealth Management

Your financial situation is unique. Your wealth manager should be too.

Portfolio Advisory

Gain an independent perspective on your investments with expert advice focused solely on your interests.

Our services

Family Office Services

Beyond investment management — complete wealth stewardship for families.

What we believe in

Managing significant family wealth is one of the most complex challenges a family can face. It involves not just investments, but estate structures, tax obligations across multiple jurisdictions, generational transitions, governance, and the preservation of a family’s legacy over time.

A coordinated framework for complex family wealth.

01

Control & Oversight

02

Wealth Consolidation & Reporting

03

Investment Policy

04

Tax Optimisation

05

Legal Structuring

06

Geographical Diversification

07

Succession Planning

Investment oversight across managers and asset classes.

Complete visibility across your wealth.

Coordinating the experts around your wealth.

Complete visibility across your wealth.

Independent by choice, Transparent by design.

Independent Advice. Enduring Relationships.

Contact us

Speak to our Family Office Services team.We keep it simple — no forms, no waiting. Reach us directly.

More services

Choose how closely you want to be involved.

Wealth Management

Portfolio Advisory

Speak to our Family Office Services team.
We keep it simple — no forms, no waiting. Reach us directly.